See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,590 | $99,341-74.2% | $84,750-69.8% | $273,961-90.7% |
| Participation rate | 27.8% | 80.7%-52.9pp | 76.6%-48.8pp | 83.0%-55.2pp |
| Annual return | 9.69% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $685 | $4,214-83.7% | $3,574-80.8% | $4,869-85.9% |
| Participant deferral / active EE | $1,370 | $4,269-67.9% | $3,712-63.1% | $5,287-74.1% |
| Admin fee / account holder | $5,729 | $6,644-13.8% | $5,332+7.4% | $10,132-43.5% |